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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,381 | $118,875-69.4% | $96,572-62.3% | $167,553-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.74% | 50.50%-27.8pp | 37.79%-15.1pp | 478.89%-456.2pp |
| Employer contribution / active EE | $1,600 | $3,121-48.7% | $2,357-32.1% | $4,840-66.9% |
| Participant deferral / active EE | $6,850 | $4,617+48.4% | $3,850+77.9% | $6,343+8.0% |
| Admin fee / account holder | $34 | $8,070-99.6% | $6,183-99.5% | $12,316-99.7% |